Live Financial Events
Join us for expert-led live financial events that delve into cutting-edge strategies, financial behavior insights, and industry trends. Stay ahead with exclusive content crafted by seasoned professionals, equipping you with the tools to navigate the dynamic personal finance space.
Elevate your advisory skills, decode client behaviors, and revolutionize your approach for impactful client relationships in this webinar. Join me for a comprehensive session diving into emotional cues, client archetypes […]
Enhance the effectiveness of the work you do with your clients by taking a multi-disciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in […]
This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight […]